Fueron muy amables buen servicio gracias por ayudarme mucho les recomiendo sus serviciosread more

I met Mariella while we were getting our nails done and she left such an impression on me that I…read morewas curious and very intrigued to know more about business. Little did I know I would be making such a great investment and on top of that financial knowledge. She helped me and my dad with our life insurances and gave us a free financial consultation. She is such a warm and helpful person. If anyone needs life insurance, she's totally the one to go to. You'll not only make a good choice, you'll learn. Thank you, Mariella!

I would give the book keeper 5 stars for a great job and really fast.....but then the accountant…read moregot involved to approve the taxes. The accountant let things sit for many weeks and approached the needed approval with the speed of a sloth. The accountant turned a great experience into an unexpectedly disappointing experience. Because of the accountant, I would never recommend this company or use them again. I wish I'd looked up the yelp reviews before I used them. As a follow up: The taxes have now sat for review an additional 2 weeks: ridiculous. It was a mistake to use Scholl & Company.

Bret and his team took all of the stress out of the chaos that is taxes and accounting for this biz…read moreowner. He's an endless supply of knowledge, and is just a great guy to talk to. Not only did my initial meeting inspire me to take business finances more seriously, but he gave me a clear picture of why I need to that made sense to me. It was the first time I've ever genuinely enjoyed myself in any financially-related meeting. His team is top-notch and the office strikes a great balance of being welcoming and extremely professional. I'm ending my first year using their help and with this tax season's meeting I knew exactly how much I'd saved by planning and had my year end info ready to roll for the bonding company earlier than ever. Everyone was great. As for fees, they are not cheap but I got way more than what I'd pay for, not to mention the stress reduction.

MT & Associates has been doing my taxes for several years now. I cannot thank them enough. I use to…read moredo my taxes myself when it was just W-2 income. But when my income sources became complicated, I needed help. I have been referring clients to Maria Trujillo for over 20 years. Even other tax professionals go to her for assistance. I knew I'd be in good hands, and I was. Maria and her team are the upmost professionals, but also warm and kind. I really appreciate them!!! I recommend them to anybody that needs tax assistance and I will continue to refer friends and clients to them!!

Hi, I recommend Maria and Martin they help me with my taxes they are very professional. I do it…read morefrom my last five years. Thank you, maria and Martin .

Our Dad had his business liability insurance through Leavitt, and when he passed away, he left us…read morewith his taxes to file! We needed to collect information, and quickly! We asked Leavitt if they could help, and they did! They pulled up Dad's premium history so we could add that to his list of business expenses for tax filing purposes. They were courteous, helpful, and prompt. Shout out to Suzette Chacon for super customer service! Thank you Suzette!

After a couple of years of bouncing around with mediocre agencies, we absolutely found a winner…read morewith Leavitt Central Coast. We are a VERY small client for these guys, and they ALWAYS treat us like a premier clients. Their customer service is absolutely top shelf, they respond quickly and really go the extra mile to make sure they have met your needs. They even take phone calls directly from our employees who have questions about coverage, qualifying events, etc, which is rare in my experience. Even during their busy season when they are super overwhelmed they respond the same day, and continue to go the extra mile. I would recommend these guys to ANYONE! Thank you Juan, Charity, and the whole Leavitt team for your hard work and great service!

Very accurate, personable, and professional, love the service. No one doe's it better only Louis…read morecan he's my man for any tax situations.

Louis was a tremendous help as a first time customer with filing this year. He understood my…read moreconfusing and frustrating tax situation immediately and was able to not only address what needed to happen (saving me tons of time) but also helped me save money. Highly recommend anyone give him a call with both simple and certainly more diverse portfolio/tax scenarios.

When we had relatively easy taxes to file, they were great; offered excellent personal attention…read moreand did our taxes quickly and efficiently. But when our taxes become more complex--many more deductions and having to pay quarterly state and federal taxes as independent contractors, they were not up for the job--didn't return phone calls, and took weeks to file out taxes which needed to be redone. We ended up having to pay a more specialized tax preparer to straighten out what became an expensive mess. If you need a bookkeeping/simple tax preparation business, this is an excellent choice for you. But if your taxes are more difficult, pay the extra money for an accounting firm. The one we chose even had financial advisors who helped us choose the best way for us to keep inflation for eating up our savings, with no addition cost for the service.

Jackie is the best! She takes care of me year after year. I look forward to seeing her.read more

I would like to take a moment to express my heartfelt gratitude to Richards and Associates in…read moreMonterey, California. I especially would like to thank Mark Zorne, who has been instrumental in helping me organize and consolidate my debts and credit card at a time when I truly needed clarity and direction. Mark's patience, guidance, and professionalism has made a substantial difference and because of his efforts, I feel I am stepping into a more stable promising future. I cannot thank Mr. Zorne enough for his support and peace of mind I now have. Cordially, warren chong

Yes! Mark is a great guy. His company will get you the cash if you have any large court judgments…read moreand can liquidate any debt you may have. Been using Richards & Associates for years.

My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris…read moreCabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris' services for years and he developed an excellent relationship with them, something that wasn't always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris' expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne's help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It's been a pleasure working with them.